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Postalmate Getting Started User Guide

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Postalmate Getting Started User Guide ©2018 PC Synergy, Inc. 4/10/2018 Version 11.2 What is PostalMate? PostalMate is a multi-carrier shipping system designed especially for retail mail & parcel centers. It includes UPS, FedEx, DHL and USPS for domestic and international. Lone Star Overnight, OnTrac, and Spee-Dee are supported as regional carriers. Internet shipping is available and fully integrated with each of these carriers. PostalMate also includes a point-of-sale cash register (CashMate), accounts receivable and mailbox management program that works with your shipping system for fast, seamless transactions. The CashMate POS system is included with PostalMate, however, it’s optional. About this Guide The Getting Started Guide is a quick reference document to assist you in getting up and running quickly with your PostalMate® shipping system, including the CashMate register. The idea here is to keep it short and simple. If you need more information, see below. Additional Assistance This PostalMate Getting Started guide links to additional TechNotes which are downloadable PDF documents that provide detailed information and instructions about specific features. When viewing this guide from a browser, the links are available to access the TechNotes. Or, go to www.pcsynergy.com Choose Help & Support > TechNotes. This is your manual. Every screen in PostalMate has a Help button. Just click on it and detailed information about that screen will be displayed. Each year, PC Synergy provides regional training courses. Visit www.pcsynergy.com for locations and registration information. Contacting Customer Support Website Forum: www.pcsynergy.com. (Choose the Forum button.) Email: [email protected] Phone: 760-410-1677 option 1 Fax: 760-410-1696 Facebook: www.facebook.com/postalmate Twitter: www.twitter.com/postalmate ©2018 PC Synergy, Inc. 4/10/2018 Version 11.2 Review these sections: Touring PostalMate____________________________________________6 Other Activities_______________________________________________8 Ship a Package________________________________________________9 Accept a Drop-Off_____________________________________________22 Quick Postage________________________________________________23 Carrier Pickup________________________________________________24 PostalMate Settings __________________________________________25 CashMate Register____________________________________________56 CashMate Register Settings_____________________________________60 Accounts Receivable __________________________________________66 Mailbox Manager ____________________________________________68 System Utilities ______________________________________________72 User and Log-on Settings ______________________________________73 Time Clock _________________________________________________75 ©2018 PC Synergy, Inc. 4/10/2018 Version 11.2 Open PostalMate by clicking on the desktop shortcut. (Optionally, click Start > All Programs > PostalMate and choose PostalMate from the sub-menu.) If this is your first time running PostalMate, you will be asked to enter your serial number. Once installed, you’ll be prompted to run the Setup Wizard. Touring PostalMate A new install of PostalMate will display the following automatic prompts which is how information is entered for shipping transactions. See page 34 for information on changing how to change prompts to best fit your store operations. The weight on your interfaced scale will be displayed here. Use this button to simply mail a letter that Begin a shipment here. requires no additional This button is used for services. (See page 23 regular parcels as well for details.) as carrier branded packaging. Process Drop-Off packages here. (See page 43 for details) Access the Each PostalMate P.O.S Register screen has a help and Mailbox button that is context Manager here. sensitive. Optionally, you can require an employee to log-on before a shipment or letter can be processed. See page 75 for setup information. ©2018 PC Synergy, Inc. Page 6 Pack/Crate Pack/Crate is a central place for Pro Pack with a shipment, Pro Pack with no shipment and to retrieve your pack later estimates. See page 11 for more information on Pro Pack. Click here to retrieve Pack Later estimates. Pro Pack with shipment begins packing Use this option if you are estimate including a shipment. This can performing a “Pack only” job that also be accessed when shipping a Parcel requires no shipment. through Ship/Mail. ©2018 PC Synergy, Inc. Page 7 Other Activities Other Activites includes functions that are common in day-to-day shipping. Package History includes all information related to the shipment, provides you the ability to track packages online and allows you to re-print labels and customs forms as needed. Carrier Pickups are to be done on a daily basis when your carrier Void a shipment or arrives. a drop off. Reprint your last package label(s). Set scale Employee weight to Time Clock. zero. ©2018 PC Synergy, Inc. Page 8 Customer and Ship To screens Start typing to search Touch screen users for a benefit from the on- Customer. screen entry buttons. Select a search option. The default “Search by” can be changed. See page 41 for details. Add, Edit or Delete a customer. Start typing to search for a Ship To. Create your own Use the Back and Next customer address buttons to navigate back and book. As you add forth through the screens. and ship for Use Cancel to start over. customers, check this box to show the list of who the selected customer has shipped to in the past. ©2018 PC Synergy, Inc. Page 9 Add Ship To Address Auo-Complete uses advanced technology to find and select addresses as you are typing them in on the Ship To screen. This works for US and Canada addresses. Turn on Address Auto-Complete in PostalMate Settings under Shipping Settings on the “Other” tab. Address verification will add the +4 zip code. Use Copy from Customer if the Ship To information is the same as the customer. See the results of the address verification here. If you still aren’t sure on the classification, use Google Maps to zoom in and get a street view of the address. Weight screen Manually enter the weight in pounds and ounces. If a scale is connected, you may wish to turn off this manual weight entry prompt. ©2018 PC Synergy, Inc. Page 10 Pro Pack (packing automation) Whether you are packing the shipment now or later, choose the Pro Pack button to quickly and accurately calculate charges for almost any kind of packing job while enhancing your customer service and your profitability. See page 44 for details on setting up Pro Pack. Pro pack calculates for you… ...the ideal box size for what you’re packing, then selects the closest one from your inventory. If you’re out of stock, it will help you find the next closest one. ...the correct amount of padding and filler according to the fragility of the contents, and the space between the item to be packed and the selected container. ...the estimated finished weight and dimensions for shipping—before you’ve done the actual packing. Choose Pro Pack if you are packing Packed by Customer is the item professionally in your the default. store and want Pro Pack to calculate the box and labor for you. See TechNote titled Getting Started with Pro Pack for complete details. ©2018 PC Synergy, Inc. Page 11 Pro Pack continued... Choose Pro Pack to start the estimating process. Choose Pack now if you are packing the shipment while the customer is in front of you. Choose Pack later to charge now and pack later. There are five Fragility levels that determine the proper box size and how much additional labor is charged. Both short and long descriptions can be set by you. Hovering your cursor over the description displays the entire verbiage. Enter the dimensions of the object you are packing. Choose “More Detail” to enter the description, empty space, value and quantity of items. ©2018 PC Synergy, Inc. Page 12 Pro Pack continued... Based on the object dimensions and the fragility level selected, Pro Pack will pick Select the type of the appropriate box size (you’ll need to packaging job. add your boxes and fillers into PostalMate as products). See page 46. Choose Regular Box or Crate... Your inventory is checked for sufficient quantities on hand. Labor is calculated by time. These values are determined by you in setup, and can be overridden at the time of shipping. Choose Full View to see a diagram of the box. Full view includes additional info, including a cut list (when applicable). ©2018 PC Synergy, Inc. Page 13 Pro Pack continued... Choose the “Modify” button for more box options. “Modify” gives you more options on how to pack the object. Choose the tabs for “Box”, “Fill” , “Wrap”, and “Liner” to add or make changes for this packing job if needed. Choose a Stock box, build a box or resize a box. Each option will Select “Reconfigue calculate the corners or “Cut down time needed for height” for additional the pack job and options for creating the update labor best sized box for the automatically. packing job. Want to combine boxes? Check here. ©2018 PC Synergy, Inc. Page 14 Packaging/Dimensions screen Switch freely between Generic and Carrier-branded packaging. Use the Dimensions button on the Rate Comparison screen to return to this screen to make any changes. Shipping a carrier envelope, box or tube? Choose Carrier- branded packaging. Enter in the dimensions in any order— PostalMate knows that the longest dimension is the length. Checkmark Article not in standard container and the appropriate additional handling charges will apply. ©2018 PC Synergy, Inc. Page 15 Packaging/Dimensions screen continued... When carrier-branded packaging is selected, you’ll be prompted to select a type (if you choose Paks, you can also enter dimensions). Insurance / Shipment Value Protection If there is a value to declare, enter the amount here. PostalMate will calculate the declared value based on carrier coverage or an alternate insurance carrier if set up. ©2018 PC Synergy, Inc. Page 16 Rate Comparison Filtering Generic Package Filtering: Use these options to narrow down shipping options that will display on the Rate Comparison screen. By arrival day: Show all service levels is the default.
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